Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.23%
3 year
2.58%
5 year
3.93%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
9.87%
Sharpe
0.79
Sortino
1.52
Max drawdown
-14.91%
Best month
7.47%
Worst month
-5.54%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.